How advisers can meet clients' digital expectations

24/7 access is becoming a must-have

clock • 4 min read

Tessa Lee explains what clients are looking for from digital tech and how advisers/wealth managers can deliver against it

Recent research we conducted with Compeer revealed that more than half of investors with £1m or more of investible assets want improvements to digital servicing capabilities offered by their wealth manager or adviser. Of these, two-thirds said they would be likely to look for another provider if things do not get better. And they are not averse to switching as 65% of surveyed investors had switched wealth management provider in the last five years. More generally, this is a compelling reminder that wealth managers and financial planning firms need to continually sharpen their offering...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Open arms or cautious welcome? Why AI in advice cannot be ignored

Open arms or cautious welcome? Why AI in advice cannot be ignored

'Putting aside the hype, AI is here to stay'

Jenny Thorpe
clock 25 March 2025 • 3 min read
'What about Maud?': When it comes to tech, don't underestimate older clients

'What about Maud?': When it comes to tech, don't underestimate older clients

Tech adoption among older people was accelerated by the pandemic

Rowan Whittington
clock 19 March 2025 • 4 min read
Better access to advice in a rapidly digitalising world

Better access to advice in a rapidly digitalising world

'Adviser tech has moved on in leaps and bounds this decade'

Chet Velani
clock 19 March 2025 • 4 min read